Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going to explore the big picture perspective, as the decade (2020s) roll forward. Investors should be aware of how the market tends to respond or become guided by the 4-Year Presidential Cycle. If you would like to watch this week’s extended State…
Weekly State of the Market: Tis The Season-als
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J.P. Morgan’s Quant Team 2024 U.S. Equity Outlook
Seth Golden, , Research Reports, 0
Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated...
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The Charts, The Tables, The Quants, The Cycles
Seth Golden, , Research Reports, 1
IT’S OFFICIAL! The S&P 500 has achieved our year-end price target of 4,750, formerly disseminated within our weekly Research...
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The 4th Quarter: And So It Begins
Seth Golden, , Research Reports, 0
Although we haven’t quite hit the earnings season stride, usually marked by the financials reporting results, investors will roll...
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Equities Outperforming Bonds Entering Height of Earnings Season
Seth Golden, , Research Reports, 2
While the U.S. Government is shutdown, corporate earnings will still continue to roll in as the tech sector begins...
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Housing Struggles Not Mirrored By Markets
Seth Golden, , Research Reports, 0
The Leuthold Group The Major Trend Index was unchanged at a High Neutral reading of +1 in the week...
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Merrill Lynch: Credit Restraint And Grinding Macro-Market Outlook
Seth Golden, , Research Reports, 0
By Merrill Lynch Macro Strategy—Deep Credit Restraint Likely In The Pipeline: Rapid-fire Federal Reserve (Fed) interest rate hikes...
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Morgan Stanley Weekly Warm-up: A Recession Is Not Fully Priced
Seth Golden, , Research Reports, 0
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
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Rational Markets, Cognitive Dissonance and/or Irrational Taper Fears
Seth Golden, , Research Reports, 0
That was some wild monthly Options Expiration week; was it not? While the S&P 500 (SPX) fell .60% on...
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